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Securely upload last year's return, W-2s, or 1099s. Takes less than 2 minutes.
What Is Your Tax Return Missing?
Upload last year's return, W-2s, or 1099s and our free AI Tax Planning Prompt finds specific, dollar-estimated savings opportunities — not generic advice.
- Built on a working CPA's planning approach, not generic AI tips
- Specific deductions and credits, with estimated dollar savings
- Private, no obligation, and completely free to try
How It Works
Three Steps to Your Savings Report
The AI Reviews Your Numbers
Built on a working CPA's planning approach, our AI scans for missed deductions and credits specific to your situation.
Get Your Savings Report
Receive a clear, dollar-estimated summary of tax planning opportunities — specific deductions and credits, not generic advice.
Built by a Working CPA
This AI Tax Planning Prompt was built by David Roof, CPA — not a tech company guessing at tax rules. Every recommendation reflects the same planning approach David uses with his own clients, so you get specific, defensible ideas instead of generic AI advice.